🎇Notification Settings

Change whether you receive Client Portal notifications via text, email, both or neither.  These texts and/or emails will notify you when there is something on your account that needs your attention, such as a signature on a document.


 

Click on the client's name at the very top of the list.


 

Use the buttons in the Notification section to turn notifications on or off.  

Off

On

 

 



 

Written By Amanda Griffin (Super Administrator)

Updated at October 25th, 2024


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